Huang noted that Nvidia had a strong partnership with TSMC, but we can only speculate whether Nvidia will shift to Globalfoundries in the future.

During a press conference in Taiwan, Huang also conceded that Nvidia lost market share due to AMD’s early lead in the DirectX 11 market. He noted that Nvidia only managed to launch two high end Fermi parts in Q2, but that new products should help fill the gap.

In a couple of weeks Nvidia will start shipping the GT 430, an affordable entry level card that should target AMD’s cheap Redwood series. The GTX 460 and GTS 450 launched in Q3, but they merely managed to catch up with AMD’s mainstream HD 5000 parts. However, AMD’s new HD 6000 series should start appearing in mid-October and it is clear that AMD will have no problem holding on to its lead.

Huang also commented Intel’s and AMD’s Fusion and Sandy Bridge processors, saying that they were extremely difficult to develop and that both were plagued by delays. While this is undoubtedly true, it should be said that this was clear from the start. Integrating GPUs on CPUs would be a daunting task, but it had to be done. Nobody ever said it would be easy, cheap or fast, but both Intel and AMD are getting there after years of development.